If you haven't already created a form, go to How to Create a Form for instructions.
After your Form is created, here is how you can manage it.

Step 1: In your Dashboard, select the Content module in the dropdown menu.

Step 2: Scroll down to "Forms & Surveys" and select "Manage Forms"

Step 3: Hover your curser over the Form you would like to manage.
From here you can Edit, Preview, Duplicate, or View Form.

Step 4: Select "Entries".
This will open everyone who has submitted this Form, as well change the fields that are displayed.

Step 5: You can "View", add notes, edit, delete, or print each individual entry by clicking on the name.

Step 6: Hover your curser over "Settings" and select "Form Settings". Here you can edit the form name, description, etc

Step 7: Hover your curser over "Settings" again and select "Confirmations"
Select "Default Confirmation"

With the Confirmation Type "Text" selected, you can edit the text or add media in this Form's confirmation. 

With the Confirmation Type, "Page" selected, you can send it to another form, or page on your website. 

With the Confirmation Type, "Redirect" selected, you can add a link where the confirmation will be redirected (example: Event Payment)

Step 8: Hover your curser over "Settings" again and this time select "Notifications"
Select "Admin Notification"

The Admin of your account will automatically get sent an email each time someone fills out your form.
Here you can change the email that receives the email, change the subject, etc. This email will pull all of the information from the Form and put it into email format. 

Scroll to the bottom of the form and select "Update Confirmation"

That's how to manage forms! 


Related Articles: 

We want to hear from you! 

Help us help you - please rate this Article below to let us know if you have found it helpful.  We are always working to provide you with the best possible experience.  Thank you for choosing ChurchBase! :)

Did this answer your question?